Video – Updating transition whoosh view
In this short video I cover the oversold bounce and how it has affected our short and intermediate-term indicators and view...
Read MoreVideo – Transitional whoosh a good start
In this short video we walk you through our indicators and what would cause an "all clear" signal
Read MoreTransitional whoosh a good start
The market pullback over the past two weeks again reminds us that corrections only feel “natural, normal, and healthy” – until you are actually in one. There are plenty…
Read MoreVideo – A transition needs a catalyst
Corrections typically feel "natural, normal, and healthy" - Until you are in one, and then it feels fundamentally different. In this short video we cover where our key tactical…
Read MoreVideo – DC and China causing indigestion
In this short video we discuss what is causing this week's daily volatility...
Read MoreVideo – Market following streaker script
In this short video we update our tactical market thoughts, what the whole market is doing, and where our tactical indicators sit....
Read MoreFollowing the streaker script
The market is following the script we outlined in Streaker. In that note, we highlighted how the S&P 500 Index (SPX) behaves following seven consecutive months in positive territory.…
Read MoreVideo – Indigestion continues
In this brief video, I discuss the current chop in the market and the idea of the "troops" and the "generals"
Read MoreSeptember Macro Slide Deck
As we approached the summer, economic growth was historic, the $1.9T in added stimulus from the American Rescue Plan Act was just beginning, Consumer Confidence was rising, the news…
Read MoreNew Video – Digging deeper into Streaker message
In this video we highlight what historically happens following long S&P 500 (SPX) consecutive monthly gains and how we could be in the beginning stages of the "troops" catching…
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